Every RIA, IBD advisor, agent and CPA should have a contingency plan in case of death/disability, yet so few have a written plan. This can be devastating to the families and employees of the business (as well as to the advisors themselves) who fail to plan accordingly.
At SRG, we believe the circumstances around your contingency plan are as unique as you are. Our team of experts works with you - directly and personally - to understand your business and then design a plan that protects all stakeholders with maximum value in the event of your death, disability, loss of license, or loss of registration. And best of all, with years of experience setting up and executing these plans for our clients, we are able to leverage field-tested and evolved form contracts, saving you time and money.